Hatteras Investment Partners, Lp
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Overview
Hatteras Investment Partners, Lp operates as a financial advisor company located in Raleigh, North Carolina. The firm administers $669.6 million in assets over eight customer accounts, making it one of the bigger firms in the nation by assets under management (AUM). It has a small team, including 4 financial advisors. Hatteras Investment Partners, Lp does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as bonds, stocks and options.
Hatteras Investment Partners, Lp manages the majority of the firm's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without needing the customer's authorization. The company also has two non-discretionary accounts totaling $281.0 million in assets. Hatteras Investment Partners, Lp's average account size is $83.7 million. The typical advisor at Hatteras Investment Partners, Lp manages around two client accounts, placing it among the most personalized firms in the country.
The firm's central office is at 8510 Colonnade Center Drive, Raleigh, North Carolina 27615. Hatteras Investment Partners, Lp is legally permitted to serve customers in the state of North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hatteras Investment Partners, Lp by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$669.6 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
19
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
8
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$83.7 million
Fee Structure
Financial management fees largely depend on which services the firm provides the client. However, fee types charged by the company may include the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to investment companies, pooled investment vehicles and other. Out of its eight customers, Hatteras Investment Partners, Lp's largest client type is pooled investment vehicles. None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Hatteras Investment Partners, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Hatteras Investment Partners, Lp
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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